Lockheed Martin Corp
LMT- Exchange
- NYSE
- Industry
- Guided Missiles & Space Vehicles & Parts
- SEC CIK
- 0000936468
In the last 90 days, Lockheed Martin Corp insiders filed 0 open-market purchases and 2 sales; 2,796 institutions reported holding it in 13F filings for Q2 2026, worth $88.3B in total; superinvestors Markel Group and ARK Invest hold it.
13F holders, Q4 2023
Institutional positions in Lockheed Martin Corp as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,449
- +214 vs. Q3 2023
- Shares held
- 178.6M
- −3.81M (−2.1%) vs. Q3 2023
- Total value
- $80.9B
- +$6.32B (+8.5%) vs. Q3 2023
- New holders
- 320
- 919 more added
- Sold out
- 106
- 901 more reduced
31 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LMT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,796 | $88.3B |
| Q1 2026 | 2,939 | $104.3B |
| Q4 2025 | 2,732 | $82.6B |
| Q3 2025 | 2,587 | $84.9B |
| Q2 2025 | 2,610 | $80.2B |
| Q1 2025 | 2,571 | $77.5B |
| Q4 2024 | 2,697 | $84.8B |
| Q3 2024 | 2,605 | $101.8B |
| Q2 2024 | 2,436 | $81.5B |
| Q1 2024 | 2,421 | $80.1B |
| Q4 2023 | 2,449 | $80.9B |
| Q3 2023 | 2,266 | $74.9B |
| Q2 2023 | 2,309 | $85.8B |
| Q1 2023 | 2,284 | $90.1B |
| Q4 2022 | 2,323 | $95.7B |
| Q3 2022 | 2,133 | $76.4B |
| Q2 2022 | 2,182 | $85.6B |
| Q1 2022 | 2,180 | $88.2B |
| Q4 2021 | 2,063 | $71.5B |
| Q3 2021 | 1,922 | $70.3B |
| Q2 2021 | 1,986 | $78.0B |
| Q1 2021 | 1,956 | $77.7B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Lockheed Martin Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Beese Fulmer Investment Management, Inc. | 1,091 | $494.4K | 0.05% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 1,091 | $494.5K | 0.11% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 1,092 | $494.9K | 0.25% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,096 | $496.8K | 0.09% | +577+111.2% | Added |
| Patrick M Sweeney & Associates, Inc | 1,099 | $498.1K | 0.46% | +1,099 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,099 | $498.1K | 0.05% | −41−3.6% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 1,100 | $498.6K | 0.36% | −175−13.7% | Reduced |
| Centennial Bank | 1,101 | $499.0K | 0.30% | +84+8.3% | Added |
| Richard W. Paul & Associates, LLC | 1,102 | $499.6K | 0.21% | +7+0.6% | Added |
| Quad-Cities Investment Group, LLC | 1,090 | $499.9K | 0.31% | −6−0.5% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,104 | $500.4K | 0.11% | +17+1.6% | Added |
| Tucker Asset Management LLC | 1,107 | $501.7K | 0.13% | −93−7.8% | Reduced |
| Lindbrook Capital, LLC | 1,108 | $502.2K | 0.05% | +232+26.5% | Added |
| Fukoku Mutual Life Insurance Co | 1,109 | $502.6K | 0.04% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,111 | $504.0K | 0.08% | +95+9.4% | Added |
| Chapman Investment Management, LLC | 1,112 | $504.0K | 0.38% | 00.0% | Unchanged |
| Associated Banc-Corp | 1,113 | $504.5K | 0.02% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 1,117 | $506.3K | 0.09% | −108−8.8% | Reduced |
| Guardian Wealth Advisors, LLC | 1,118 | $506.7K | 0.08% | +4+0.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,122 | $508.5K | 0.28% | +1,122 | New |
| Capital Investment Counsel, LLC | 1,125 | $509.9K | 0.19% | +1,125 | New |
| Security National Bank of Sioux City Iowa | 1,126 | $510.3K | 0.39% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 1,126 | $510.4K | 0.20% | +2+0.2% | Added |
| Davis R M Inc | 1,129 | $511.6K | 0.01% | +87+8.3% | Added |
| Breakwater Capital Group | 1,121 | $514.3K | 0.15% | −24−2.1% | Reduced |
| Concord Wealth Partners | 1,138 | $515.9K | 0.10% | −2,037−64.2% | Reduced |
| LM Advisors LLC | 1,141 | $517.0K | 0.10% | +1,141 | New |
| Intrust Bank NA | 1,144 | $518.5K | 0.06% | −16−1.4% | Reduced |
| Private Capital Management LLC | 1,149 | $520.8K | 0.13% | +44+4.0% | Added |
| Fingerlakes Wealth Management, Inc. | 1,150 | $521.4K | 0.56% | −27−2.3% | Reduced |
| Ambassador Advisors, LLC | 1,238 | $522.1K | 0.12% | +50+4.2% | Added |
| Balboa Wealth Partners | 1,153 | $522.5K | 0.17% | +114+11.0% | Added |
| Glassman Wealth Services | 1,157 | $524.2K | 0.07% | +4+0.3% | Added |
| Curtis Advisory Group, LLC | 1,157 | $524.4K | 0.24% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,161 | $526.2K | 0.06% | +144+14.2% | Added |
| SRB Corp | 1,162 | $526.7K | 0.03% | +124+11.9% | Added |
| Kelly Financial Services LLC | 1,164 | $527.6K | 0.21% | −26−2.2% | Reduced |
| Advisor Resource Council | 1,165 | $527.9K | 0.06% | +1,165 | New |
| Keebeck Wealth Management, LLC | 1,168 | $529.4K | 0.09% | +18+1.6% | Added |
| Baystate Wealth Management LLC | 1,168 | $529.6K | 0.04% | −528−31.1% | Reduced |
| Crescent Sterling, Ltd. | 1,169 | $529.8K | 0.53% | −15−1.3% | Reduced |
| Sentry Investment Management LLC | 1,170 | $530.0K | 0.23% | −126−9.7% | Reduced |
| Sharp Financial Services, LLC | 1,170 | $530.1K | 0.57% | +1,170 | New |
| Leo Wealth, LLC | 1,211 | $531.8K | 0.06% | +1,211 | New |
| First National Advisers, LLC | 1,174 | $532.1K | 0.15% | +501+74.4% | Added |
| Berkshire Bank | 1,179 | $534.4K | 0.14% | +68+6.1% | Added |
| Matisse Capital | 1,180 | $535.0K | 0.29% | +1,180 | New |
| Capital Advisors Wealth Management, LLC | 1,182 | $535.5K | 0.12% | −40−3.3% | Reduced |
| Latitude Advisors, LLC | 1,185 | $537.1K | 0.38% | +96+8.8% | Added |
| SOA Wealth Advisors, LLC. | 1,186 | $537.5K | 0.12% | 00.0% | Unchanged |
| Maia Wealth LLC | 1,187 | $537.8K | 0.22% | +1,187 | New |
| Burns Matteson Capital Management, LLC | 1,187 | $537.9K | 0.38% | −4−0.3% | Reduced |
| Manhattan West Asset Management, LLC | 1,190 | $539.4K | 0.15% | −22−1.8% | Reduced |
| Prostatis Group LLC | 1,191 | $540.0K | 0.23% | −184−13.4% | Reduced |
| Sherbrooke Park Advisers LLC | 1,196 | $542.1K | 0.25% | −8,055−87.1% | Reduced |
| Riverpark Capital Management LLC | 1,196 | $542.1K | 0.83% | +501+72.1% | Added |
| Lion Street Advisors, LLC | 1,199 | $542.2K | 0.22% | +2+0.2% | Added |
| Vivid Wealth Management, LLC | 1,198 | $543.0K | 0.37% | +1,198 | New |
| Grandview Asset Management LLC | 1,199 | $543.0K | 0.29% | −34−2.8% | Reduced |
| Pallas Capital Advisors LLC | 1,200 | $543.8K | 0.03% | −111−8.5% | Reduced |
| Harvey Capital Management Inc | 1,200 | $543.9K | 0.18% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 1,200 | $543.9K | 0.08% | +200+20.0% | Added |
| Hapanowicz & Associates Financial Services, Inc | 1,206 | $546.6K | 0.34% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,195 | $547.3K | 0.17% | −4−0.3% | Reduced |
| Willner & Heller, LLC | 1,208 | $547.6K | 0.61% | +1,208 | New |
| Sargent Investment Group, LLC | 1,213 | $549.8K | 0.12% | +11+0.9% | Added |
| Compass Ion Advisors, LLC | 1,215 | $550.5K | 0.09% | +102+9.2% | Added |
| Atom Investors LP | 1,215 | $550.7K | 0.10% | −9−0.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,223 | $554.3K | 0.16% | +1,223 | New |
| FLC Capital Advisors | 1,233 | $558.7K | 0.15% | −37−2.9% | Reduced |
| PFC Capital Group, Inc. | 1,235 | $559.0K | 0.33% | +1,235 | New |
| ABN AMRO Bank N.V. | 1,230 | $559.9K | 0.01% | 00.0% | Unchanged |
| True North Advisors, LLC | 1,237 | $560.7K | 0.14% | −100−7.5% | Reduced |
| Cresta Advisors, Ltd. | 1,237 | $560.9K | 0.37% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,239 | $561.5K | 0.02% | −18−1.4% | Reduced |
| Inceptionr LLC | 1,239 | $561.6K | 0.40% | −1,378−52.7% | Reduced |
| Assetmark, Inc | 1,244 | $563.9K | 0.00% | −153−11.0% | Reduced |
| Keystone Financial Group | 1,249 | $565.9K | 0.10% | −136−9.8% | Reduced |
| Advisor OS, LLC | 1,250 | $566.5K | 0.07% | +296+31.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,249 | $566.5K | 0.03% | −149−10.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,252 | $567.5K | 0.23% | −60−4.6% | Reduced |
| Calton & Associates, Inc. | 1,256 | $569.3K | 0.23% | −813−39.3% | Reduced |
| Wolff Financial Management LLC | 1,261 | $571.0K | 0.18% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 1,260 | $571.1K | 0.00% | +1,260 | New |
| Alta Wealth Advisors LLC | 1,262 | $572.0K | 0.32% | −67−5.0% | Reduced |
| Hartford Funds Management Co LLC | 1,264 | $572.8K | 0.06% | +402+46.6% | Added |
| Tradition Wealth Management, LLC | 1,264 | $573.0K | 0.06% | +1+0.1% | Added |
| Delta Financial Advisors LLC | 1,270 | $575.6K | 0.25% | +310+32.3% | Added |
| Driehaus Capital Management LLC | 1,271 | $576.1K | 0.01% | +1,271 | New |
| Portfolio Design Labs, LLC | 1,275 | $577.9K | 0.22% | +1,275 | New |
| Westside Investment Management, Inc. | 1,275 | $577.9K | 0.15% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 1,277 | $578.8K | 0.08% | +2+0.2% | Added |
| Darwin Advisors, LLC | 1,281 | $580.5K | 0.16% | −2−0.2% | Reduced |
| Eagle Ridge Investment Management | 1,281 | $580.6K | 0.06% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,283 | $581.5K | 0.01% | +285+28.6% | Added |
| Mason & Associates Inc | 1,285 | $582.4K | 0.17% | +145+12.7% | Added |
| Newman Dignan & Sheerar, Inc. | 1,288 | $583.9K | 0.18% | +7+0.5% | Added |
| Oxford Financial Group Ltd | 1,291 | $585.1K | 0.04% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 1,296 | $587.4K | 0.13% | −23,267−94.7% | Reduced |
| East Coast Asset Management, LLC. | 1,297 | $587.9K | 0.24% | −100−7.2% | Reduced |